Welcome to our dedicated page for Onto Innovation news (Ticker: ONTO), a resource for investors and traders seeking the latest updates and insights on Onto Innovation stock.
Onto Innovation Inc. reports developments in semiconductor process-control equipment, including metrology, macro defect inspection, lithography for advanced packaging, factory analytics and wafer-quality systems. News commonly centers on operating results, guidance, customer evaluations and qualifications for Dragonfly® inspection platforms and 3Di™ metrology used in advanced packaging and high-bandwidth memory manufacturing.
Company updates also cover product launches, completed product-line acquisitions, material agreements, investor events and governance matters for a business serving chipmakers through U.S. manufacturing and a worldwide sales and service organization.
Onto Innovation (NYSE:ONTO) announced that its senior management will participate in several upcoming investor conferences.
Events include the B. Riley Securities conference on May 21 in Marina Del Rey, the TD Cowen TMT conference on May 27 in New York, the Evercore 2026 TMT Global Conference on June 2 in San Francisco, and the Stifel 2026 Boston Cross Sector 1x1 Conference on June 3 in Boston. Management will be available for one-on-one meetings.
Onto Innovation (NYSE: ONTO) priced an upsized private offering of $1.3 billion 0.00% Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A, with an additional $200 million option.
Net proceeds are estimated at $1.274–$1.470 billion, supporting capped calls, $205 million share repurchases, and general corporate purposes including a planned Rigaku stake.
Onto Innovation (NYSE: ONTO) plans a private offering of $1.1 billion convertible senior notes due 2031 to qualified institutional buyers under Rule 144A. An additional $165 million option may be granted. Proceeds will fund capped call transactions, up to $300 million in share repurchases, and general corporate purposes, potentially including financing a 27% Rigaku Holdings stake.
Onto Innovation (NYSE: ONTO) reported Q1 2026 results: revenue $291.9M, up 9.5% year-over-year, gross margin 50.1% (non-GAAP 55.7%), and GAAP net income $33.8M ($0.67 diluted EPS).
The company announced a strategic collaboration and a 27% Rigaku stake for ~$710M, Dragonfly G5 and Atlas G6 customer qualifications, and Q2 2026 guidance of $320M–$330M revenue.
Onto Innovation (NYSE: ONTO) announced a strategic collaboration with Rigaku to integrate Onto's Ai Diffract™ software with Rigaku CD‑SAXS X‑ray platforms and acquired a 27% stake for ~$710 million. The partnership targets next‑generation process control for advanced logic, memory and packaging, with two customers already selected and a market opportunity >$1 billion within five years.
The investment is expected to be accounted for at fair value, non‑consolidating, and accretive as of December 31, 2026. Closing is expected in H2 2026, subject to customary conditions and regulatory approvals.
Onto Innovation (NYSE: ONTO) will release first quarter 2026 financial results shortly after the market close on May 5, 2026. A conference call and live audio webcast will follow at 4:30 p.m. ET, hosted by CEO Michael P. Plisinski and CFO Brian Roberts.
Dial-in details and conference ID are provided for live participation, and a replay will be available on the company website for one year.
Onto Innovation (NYSE: ONTO) announced qualification of the new Dragonfly G5 system for 2.5D AI advanced packaging with initial shipments expected in June. The platform uses proprietary optics and AI-enhanced software to boost sensitivity, throughput, and reduce cost of ownership.
The company gave a preliminary Q1 2026 revenue estimate of $292 million, above prior outlook, and set Q2 2026 guidance of $320–$330 million, an 8% raise. Dragonfly platforms are expected to grow >50% in 2026 versus 2025.
Onto Innovation (NYSE: ONTO) launched the Dragonfly® G5 inspection and metrology platform and announced double‑digit order commitments for both Dragonfly G5 and 3Di technology from a leading HBM manufacturer, with shipments expected to begin in Q2 2026.
The platform claims defect sensitivity to 150nm, throughput up to 5x prior generation, and new ML and multi‑mode illumination features; Onto expects the platform to address an incremental $500M serviceable available market and cites >30% growth in advanced packaging in 2026.
Onto Innovation (NYSE: ONTO) said its senior management will attend investor conferences in early March 2026. Management will be at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 3 and the Cantor Global Technology & Industrial Growth Conference in New York on March 11.
One-on-one meetings will be available; scheduling is through bank salespeople.
Onto Innovation (NYSE: ONTO) reported record Q4 2025 revenue of $266.9M and full-year revenue of $1.005B. The company completed acquisition of select Semilab product lines and secured a volume purchase agreement estimated at $240M for HBM Dragonfly 2D/3D systems through 2027. Gross margin and GAAP operating income narrowed in Q4; cash and short-term investments ended at $639.6M.
Management provided Q1 2026 guidance: revenue $275M–$285M and non-GAAP EPS $1.26–$1.36.